Financial demo report templates - MYOB Acumatica
Created by Damien Zwillinger, Modified on Tue, 16 Jul, 2024 at 9:41 AM by Gabriel Michaud
Applies to
- Velixo NX
- Velixo Classic
- MYOB Acumatica
TABLE OF CONTENTS
Purpose
Please see Introduction to Report Templates for information about Samples, Demos, and Production Templates and the differences between them. You many also want to refer to How to Modify Velixo Sample Reports.
To help you learn or demonstrate most features of Velixo, this article provides a set of sample templates (in one Excel workbook) that are preconnected to our MYOB Acumatica demo environment.
Coverage
This workbook includes the following sample reports (and may include more):
P&L
P&L (Trailing 12 Months)
Profit Dashboard
Cash Flow Forecast
Weekly P&L
Budget Writeback demo (with different allocation method)
Journal Writeback demo - Insurance Liability Accrual
Trial balance
Report previews
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